Services

We offer a range of services in the financial sector. There is no charge for an initial consultation

From providing leading investment fund advice to tax mitigation schemes, we pride ourselves on using our professionalism and excellence in the financial services industry to provide the best services to our clients.

Care Home Fees

We specialise in managing the capital of Care Home residents, endeavouring to protect as much capital as possible so that it does not run out.

Life Insurance

As Independent Financial Advisers we are able to access the whole of the market to select the most appropriate life insurance, critical illness or income protection products.

Inheritance Tax Mitigation Schemes

You may wish to consider using an investment vehicle to reduce your Inheritance Tax liability whilst still giving you full control over your capital.

Beckworth Financial Services Ltd, 30 Southernhay East, Exeter, Devon, EX1 1NS is authorised and regulated by the Financial Conduct Authority. Registered in England No 4145306. Registered Address: 30 Southernhay East, Exeter, Devon, EX1 1NS. We are entered on the FCA Register No 430007 at www.fca.org.uk The guidance and/or advice contained within this website is subject to the UK Regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Conduct Authority does not regulate Taxation and Trust advice.

The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.